Closing Assistant

Guild Mortgage | San Diego, CA

Posted Date 6/18/2020

Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.

Position Summary:

The Closing Assistant plays an important role in the organization by performing a number of activities related to the company’s retail branch operations functions. The role is primarily responsible, under direct supervision, for assisting the Closer(s) in day-to-day operations related to closings.

Essential Functions:

  • Receive all document requests and Closing packages and enter pertinent related data into the system.
  • Review document packages; check edits, notify processor of any issues, and submit paperwork.
  • Assign files to Closers.
  • Compile files for Closers by printing and labeling documents.
  • Create initial bank packages and hold them for safekeeping until corresponding Closing package arrives.
  • Track Closing packages to ensure they are returned within 48 hours, follow up accordingly.
  • Stack and scan Closing packages for Closers to review.
  • Review Closing packages; verify MERS.
  • Initiate verbal Verification of Employment (VOE) on borrowers.
  • Complete bank packages and distribute them to Closers.
  • Send completed and funded bank packages to Finance.
  • Review applicable suspense and insuring issues and follows up accordingly.
  • Notify Branch Operations Manager if issues are not resolved on time.
  • Perform other duties as assigned.


  • High school diploma or equivalent required along with a minimum of one year total experience in Mortgage lending related role(s) preferred.
  • Some knowledge of mortgage lending policies, procedures, and regulations is helpful.
  • Ability to manage multiple priorities in a deadline-driven environment; strong detail orientation and highly organized.
  • Strong verbal and written communication skills.
  • Works with a strong sense of urgency and responsiveness.
  • Passionate about delivering excellence in customer service.
  • Demonstrated patience and professionalism when interacting with both internal and external customers.
  • Proficiency with data entry, PDF software programs, Microsoft Word, Excel, and PowerPoint required.
  • Ethical, with a commitment to company values.


  • Direct supervision required, depending on experience
  • Limited judgment required; generally follows pre-defined processes and guidelines, escalating more complex issues for advice and resolution
  • Travel: 0%


Physical: Work is primarily sedentary; mobility in an office setting.

Manual Dexterity: Frequent use of computer keyboard and mouse.

Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media.

Environmental: Office environment – no substantial exposure to adverse environmental conditions.

Environmental: Office environment – no substantial exposure to adverse environmental conditions
Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match.

Guild Mortgage Company is an Equal Opportunity Employer.

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